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Evergreen Engagement Letter
"I need an Evergreen Engagement Letter for my Dublin-based management consulting firm to provide ongoing strategic advisory services to a multinational technology company, with quarterly reviews and performance metrics, starting March 2025."
1. Letterhead and Date: Professional header including firm details, registration numbers, and date of the letter
2. Client Details: Full legal name and address of the client
3. Salutation: Professional greeting to the appropriate client contact
4. Introduction: Opening paragraph expressing appreciation and confirming the intention to provide services
5. Scope of Services: Detailed description of the services to be provided on an ongoing basis
6. Professional Fees: Fee structure, billing arrangements, and payment terms
7. Service Standards: Commitment to quality and professional standards
8. Communication Protocol: How and when communications will occur between parties
9. Termination Provisions: Process and conditions for terminating the evergreen arrangement
10. Confidentiality: Obligations regarding confidential information handling
11. Data Protection: GDPR compliance and data handling procedures
12. Professional Liability: Extent and limitations of professional liability
13. Closing and Signatures: Formal closing, signature blocks, and acceptance provisions
1. Conflict Resolution: Include when specific dispute resolution procedures are required beyond standard legal processes
2. Team Structure: Include when multiple team members will be involved in service delivery
3. Service Level Agreements: Include when specific performance metrics need to be maintained
4. Regulatory Compliance: Include when services involve regulated activities requiring specific compliance measures
5. Insurance Coverage: Include when specific insurance requirements need to be detailed
6. Intellectual Property: Include when services might involve creation or use of intellectual property
7. Force Majeure: Include when specific provisions for unforeseen circumstances are necessary
1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms
2. Service Specifications: Detailed technical or operational aspects of the services
3. Key Personnel: List of key team members and their roles
4. Data Processing Agreement: GDPR-compliant data processing terms and procedures
5. Compliance Requirements: Specific regulatory or industry compliance requirements
6. Standard Terms and Conditions: Firm's standard terms and conditions referenced in the main letter
Authors
Legal Services
Accounting and Audit
Management Consulting
Financial Services
Professional Services
Business Advisory
Corporate Services
Technology Consulting
Healthcare Advisory
Environmental Consulting
Human Resources Consulting
Tax Advisory
Risk Management
Compliance Services
Legal
Finance
Compliance
Operations
Professional Services
Client Relations
Business Development
Risk Management
Procurement
Contract Management
Executive Leadership
Administrative
Managing Partner
Senior Partner
Chief Executive Officer
Chief Financial Officer
General Counsel
Head of Legal
Compliance Officer
Professional Services Director
Client Relationship Manager
Managing Director
Senior Consultant
Partner
Director of Operations
Head of Professional Services
Chief Operating Officer
Engagement Manager
Contract Manager
Business Development Director
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